We are live on ! Find out more
STAG icon

STAG Industrial

297 hedge funds and large institutions have $3.13B invested in STAG Industrial in 2020 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 120 increasing their positions, 95 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 95

1.6% less ownership

Funds ownership: 95.12%93.52% (-1.6%)

9% less funds holding

Funds holding: 326297 (-29)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

21% less capital invested

Capital invested by funds: $3.99B → $3.13B (-$854M)

23% less call options, than puts

Call options by funds: $1.84M | Put options by funds: $2.39M

35% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 65

Holders
297
Holders Change
-29
Holders Change %
-8.9%
% of All Funds
6.54%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
42
Increased
120
Reduced
95
Closed
65
Calls
$1.84M
Puts
$2.39M
Net Calls
-$551K
Net Calls Change
+$399K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$25.9M +$8.4M +288,685 +33%
CIMLRA
27
CBRE Investment Management Listed Real Assets
Pennsylvania
$25.4M -$1.27M -43,746 -4%
Charles Schwab
28
Charles Schwab
California
$25.1M +$5.3M +182,367 +20%
RGREA
29
Ranger Global Real Estate Advisors
Colorado
$22.7M +$29.4M +1,010,131 New
ACB
30
Aristotle Capital Boston
Massachusetts
$21.7M +$549K +18,882 +2%
Millennium Management
31
Millennium Management
New York
$19.8M +$6.87M +236,237 +37%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$19.1M -$91.9K -3,160 -0.4%
Bank of America
33
Bank of America
North Carolina
$19M -$5.28M -181,583 -18%
Legal & General Group
34
Legal & General Group
United Kingdom
$17.2M +$4.06M +139,610 +22%
UBS AM
35
UBS AM
Illinois
$16.2M +$2.26M +77,793 +12%
NIMC
36
NWQ Investment Management Company
California
$16.1M -$2.21M -75,904 -10%
SO
37
STRS Ohio
Ohio
$15.7M +$14.7M +506,733 +266%
VOYA Investment Management
38
VOYA Investment Management
Georgia
$15.1M -$257K -8,818 -1%
WHG
39
Westwood Holdings Group
Texas
$13.9M -$31.4M -1,077,812 -64%
CIP
40
Chartwell Investment Partners
Pennsylvania
$13.6M +$1.43M +49,086 +9%
BTW
41
Boston Trust Walden
Massachusetts
$12.5M +$16.1M +554,814 New
DGHMC
42
Dalton, Greiner, Hartman, Maher & Co
New York
$11.6M -$169K -5,808 -1%
WCP
43
Waterfront Capital Partners
New York
$11.2M +$14.5M +497,521 New
Citadel Advisors
44
Citadel Advisors
Florida
$10.3M +$6.84M +234,986 +105%
Comerica Bank
45
Comerica Bank
Texas
$9.75M +$1.33M +45,726 +13%
Marshall Wace
46
Marshall Wace
United Kingdom
$9.13M -$1.33M -45,769 -10%
Asset Management One
47
Asset Management One
Japan
$8.92M -$1.04M -35,676 -8%
Lord, Abbett & Co
48
Lord, Abbett & Co
New Jersey
$8.77M -$17.5K -600 -0.2%
Allianz Asset Management
49
Allianz Asset Management
Germany
$8.26M -$586K -20,156 -5%
EWM
50
Endurance Wealth Management
Rhode Island
$8.01M -$175K -6,015 -2%

STAG Hedge Fund Activity: Q1 2020 in Review

297 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in STAG Industrial (STAG) for Q1 2020, worth a combined $3.13B — down 21% from $3.99B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of STAG and 42 opened new positions — a net loss of 23 holders — while 95 trimmed existing stakes and 120 added.

The largest buyer was Centersquare Investment Management, adding an estimated $76.8M. The largest seller was Prudential Financial, cutting an estimated $35.4M.

  • 297 institutional investors held STAG Industrial (STAG) as of Q1 2020, down from 326 in Q4 2019.
  • Funds reported $3.13B of STAG Industrial stock for Q1 2020, down 21% quarter-over-quarter.
  • 42 funds opened new STAG Industrial positions in Q1 2020 and 65 closed out, a net change of -23 holders.
  • The largest STAG Industrial buyer in Q1 2020 was Centersquare Investment Management, an estimated $76.8M added.
  • The largest STAG Industrial seller in Q1 2020 was Prudential Financial, an estimated $35.4M sold.

Based on aggregated 13F filings for Q1 2020.